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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,391 | $115,225-68.4% | $100,712-63.9% | $138,895-73.8% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 19.87% | 40.35%-20.5pp | 33.27%-13.4pp | 145.39%-125.5pp |
| Employer contribution / active EE | $2,804 | $2,771+1.2% | $2,313+21.3% | $4,194-33.1% |
| Participant deferral / active EE | $3,301 | $4,699-29.7% | $4,085-19.2% | $6,396-48.4% |
| Admin fee / account holder | $14,047 | $10,844+29.5% | $9,256+51.8% | $12,562+11.8% |